Member since: 2010
Posts
My Girl Friend's Taxable Portfolio Composition After Selling Stock To Fund Her Roth IRA
February 2019 "Do-Ditty-Divies". Yabba-Dabba-Do!
March 2019 Update To The Wealth And Income Portfolios
2018 And 2019 Roth Contributions In My Girl Friend's Portfolio, Before And After Portfolio Composition.
Rolling Over $81K From My Girl Friend's 401K To Her Traditional IRA.  Portfolio Composition Before And After The Roll Over.
21 Low Performing Or Tax Inefficient Stocks Were Sold In My Girl Friend's Taxable Account.  Cash Proceeds Were Used To Fund 2018 Roth IRA Contribution.
January 2019 "Do-Ditty-Divies".  More Powerful Income Generation Than Many Think Is Possible.
It Doesn't Get Much Better Than Boeing, $BA.  Well Maybe.
February 2019 Update To The Wealth And Income Portfolios
My Grand Daughter Turns Age 7.  Her Long Road To Wealth, An Age 7  Progress Report For A $1M Portfolio At Age 66
Duke Realty, $DRE.  A REIT That Can Duke It Out!
Oxford Square Capital, $OXSQ, Yield 12.3%.  Did Oxford Square Down Right Square My Ox?
Prospect Capital, $PSEC Yield 10.6%.  Well On My Way To Becoming Rich, But Why Aren't I Rich Yet?
BANCO SANTANDER SA, $SAN Yield 4%.  Can Lemons Be Made From Lemonade?
TELEFONICA SA, $TEF Yield 4.0%.  Deal? Or No Deal?
Estimating My 6 Year Old Grand Daughter's Portfolio Value At Retirement.  Is She Still On Track To Meet The $1M Portfolio Value Goal?
A Month-By-Month Detailed Review Of My Grand Daughter's Portfolio.  Have The High Yield Stocks Caused The Portfolio Growth To Suffer?
Are My Grand Daughter's Higher Yield, Slow Growing Stocks Robbing Her Of Her Future Wealth And Income?  Let's Look At The Data Straight Out Of Her Brokerage Account.
A 14 Year Month-By-Month Review Of A 88 Year Old Retiree's Portfolio.
A Dividend Growth Portfolio: Dividend Yield 5%, Dividend Growth 4%.  How Has It Done?  And Was It Worth It?
Year End 2018 Summary Of The Wealth And Income Portfolios
$T, When I Bought It I Knew What I Was Doin, But What Was I Tinkin?
The Wealth And Income Portfolios Sector, Industry Group, Industry, And Sub-Industry Allocations
December 2018 "Do-Ditty-Divies" And 2018 Close Out Of Income Created By Harvesting Capital Gains Profit
After 10 Years Of Income Investing, A Detailed Look At The Performance Of One Of My Fantastic Income Production Stock Machines
Stock Price Declines: Here Is A Short List Showing The Impacts To Many Commonly Held Stocks
December 2018 Update To The Wealth And Income Portfolios.
November 2018 "Do-Ditty-Divy" Income Created By Harvesting Capital Gains Profit
The Wealth And Income Portfolios Composition And Position Weight
October 2018 "Do-Ditty-Divy" Income Created By Harvesting Capital Gains Profit
November 2018 Update To The Wealth And Income Portfolios.
I Gave Some Of My KISS-Stocks The KISS-Off.  Was It A Good Decision?